BEQUEST CAPITAL LLC
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 334768
- Registered since
- May 20, 2025
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bequest Capital LLC is a limited liability company that specializes in portfolio management for pooled investment vehicles. Established in 2025, the firm operates as a qualified custodian and primarily serves institutional clients. The firm employs a fee structure that includes a percentage of assets under management, fixed fees, and performance-based fees. While Bequest Capital is not an active ESG investor, it focuses on managing investment activities tailored to the needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Shawn Muneio
Managing PartnerCRD 8033391
PAUL HIRCHAK
EmployeeCRD 1891269
MARTIN SAENZ
Managing PartnerCRD 4079028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARASOTA, FL
SARASOTA
Location
SARASOTA, FL
Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 1255 N Gulfstream Ave
- Time zone
- ET (UTC-5)
- Office locations
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